Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Eversource Energy as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,031
- +55 vs. Q3 2025
- Shares held
- 318.2M
- +7.92M (+2.6%) vs. Q3 2025
- Total value
- $21.4B
- −$1.19B (−5.3%) vs. Q3 2025
- New holders
- 132
- 402 more added
- Sold out
- 77
- 329 more reduced
16 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 172 | $11.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 173 | $11.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 179 | $12.1K | 0.00% | +179 | New |
| Red Tortoise LLC | 181 | $12.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 183 | $12.3K | 0.00% | +31+20.4% | Added |
| Bell Investment Advisors, Inc | 184 | $12.4K | 0.00% | +110+148.6% | Added |
| Salomon & Ludwin, LLC | 187 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 187 | $12.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 194 | $13.1K | 0.00% | +7+3.7% | Added |
| Investors Research Corp | 199 | $13.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 199 | $13.4K | 0.00% | +15+8.2% | Added |
| ESL Trust Services, LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 201 | $13.5K | 0.00% | +201 | New |
| Atlantic Trust, LLC | 207 | $13.9K | 0.00% | +111+115.6% | Added |
| Valley National Advisers Inc | 214 | $14.0K | 0.00% | +20+10.3% | Added |
| Financial Perspectives, Inc | 210 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 210 | $14.1K | 0.01% | +210 | New |
| Private Wealth Management Group, LLC | 211 | $14.2K | 0.00% | −39−15.6% | Reduced |
| Elyxium Wealth, LLC | 225 | $15.1K | 0.00% | +225 | New |
| BankPlus Trust Department | 232 | $15.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 234 | $15.7K | 0.00% | +131+127.2% | Added |
| Colonial Trust Advisors | 243 | $16.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 245 | $16.5K | 0.00% | −8−3.2% | Reduced |
| FSA Advisors, Inc. | 16,907 | $16.6K | 0.01% | +16,907 | New |
| Raleigh Capital Management Inc. | 249 | $16.8K | 0.01% | −57−18.6% | Reduced |
| Farmers & Merchants Investments Inc | 250 | $16.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 255 | $17.2K | 0.00% | +255 | New |
| Fideuram Asset Management (Ireland) dac | 308 | $17.2K | 0.00% | +308 | New |
| Sunbelt Securities, Inc. | 257 | $17.3K | 0.00% | +28+12.2% | Added |
| Bruce G. Allen Investments, LLC | 261 | $17.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 262 | $17.6K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 262 | $17.6K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 266 | $18.0K | 0.00% | +266 | New |
| Geneos Wealth Management Inc. | 274 | $18.4K | 0.00% | −16−5.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $18.5K | 0.02% | −77−21.9% | Reduced |
| Sawyer & Company, Inc | 280 | $18.9K | 0.01% | −220−44.0% | Reduced |
| Westside Investment Management, Inc. | 286 | $19.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 295 | $19.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 298 | $20.0K | 0.00% | +11+3.8% | Added |
| Gleason Group, Inc. | 297 | $20.0K | 0.00% | +3+1.0% | Added |
| Delta Asset Management LLC | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $20.2K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 323 | $21.0K | 0.01% | −34−9.5% | Reduced |
| First Command Advisory Services, Inc. | 314 | $21.1K | 0.00% | +52+19.8% | Added |
| Johnson Financial Group, Inc. | 324 | $21.8K | 0.00% | −141−30.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 328 | $22.1K | 0.00% | +328 | New |
| Covestor Ltd | 367 | $24.0K | 0.01% | −6−1.6% | Reduced |
| Lodestone Wealth Management LLC | 372 | $25.0K | 0.01% | +372 | New |
| HFM Investment Advisors, LLC | 376 | $25.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 390 | $26.3K | 0.00% | +374+2,337.5% | Added |
| TFC Financial Management | 414 | $27.9K | 0.00% | +400+2,857.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 410 | $28.0K | 0.00% | +24+6.2% | Added |
| Garton & Associates Financial Advisors LLC | 420 | $28.3K | 0.02% | +420 | New |
| Godfrey Financial Associates, Inc. | 426 | $28.7K | 0.02% | +426 | New |
| Key Capital Management, INC | 428 | $28.8K | 0.03% | +428 | New |
| Trust Co of Toledo NA | 441 | $29.7K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 445 | $30.0K | 0.03% | +445 | New |
| West Branch Capital LLC | 478 | $32.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $32.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 491 | $33.1K | 0.00% | +91+22.8% | Added |
| Webster Bank, N. A. | 500 | $33.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $33.7K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 516 | $34.7K | 0.01% | +516 | New |
| Coston, McIsaac & Partners | 530 | $35.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 525 | $35.3K | 0.00% | +525 | New |
| MV Capital Management, Inc. | 534 | $36.0K | 0.00% | +2+0.4% | Added |
| Root Financial Partners, LLC | 538 | $36.2K | 0.00% | +179+49.9% | Added |
| Clear Street Markets LLC | 557 | $37.5K | 0.01% | −84−13.1% | Reduced |
| Quarry LP | 563 | $37.9K | 0.01% | −2,200−79.6% | Reduced |
| Caldwell Trust Co | 574 | $38.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $38.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 596 | $40.1K | 0.01% | +409+218.7% | Added |
| First Financial Corp | 600 | $40.4K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $40.4K | 0.01% | +280+87.5% | Added |
| DV Trading LLC | 600 | $40.4K | 0.00% | +600 | New |
| Bangor Savings Bank | 604 | $40.7K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 611 | $41.1K | 0.00% | +611 | New |
| Broadwater Capital Management LLC | 620 | $41.7K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 654 | $44.0K | 0.00% | +654 | New |
| Kayne Anderson Rudnick Investment Management LLC | 672 | $45.2K | 0.00% | −223−24.9% | Reduced |
| Peck Wealth Management, LLC | 697 | $46.9K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 700 | $47.1K | 0.00% | −1,500−68.2% | Reduced |
| Asset Dedication, LLC | 718 | $48.3K | 0.00% | −3,610−83.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 695 | $49.1K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $49.4K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 734 | $49.4K | 0.07% | +26+3.7% | Added |
| Trust Co | 765 | $51.5K | 0.00% | +765 | New |
| Group One Trading, L.P. | 771 | $51.9K | 0.00% | +771 | New |
| Deseret Mutual Benefit Administrators | 785 | $52.9K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $53.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $53.9K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 795 | $54.0K | 0.01% | −140−15.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 827 | $55.7K | 0.02% | +137+19.9% | Added |
| Beaird Harris Wealth Management, LLC | 850 | $57.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 856 | $57.6K | 0.03% | +856 | New |
| Virtus ETF Advisers LLC | 868 | $58.4K | 0.03% | +268+44.7% | Added |
| North Star Investment Management Corp. | 871 | $58.7K | 0.00% | +55+6.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $58.9K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 885 | $59.6K | 0.01% | 00.0% | Unchanged |